Institutional Ownership S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI). We have compiled data on the 2,043 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,396
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2023
Added 10.11%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,392
shares
|
$1.16 Million
0.79% of portfolio
|
Q3 2022
Reduced 89.94%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
2,386
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
2,376
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,375
shares
|
$1.16 Million
0.49% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,370
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
2,362
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Channing Global Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
2,357
shares
|
$1.15 Million
1.01% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Aug 13, 2024 Q2 2024 |
2,350
shares
|
$1.14 Million
0.74% of portfolio
|
Q2 2024
Reduced 21.67%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
2,348
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
2,344
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
2,341
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2024
Added 11.05%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,331
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Oct 25, 2024 Q3 2024 |
2,330
shares
|
$1.13 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
2,325
shares
|
$1.13 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
2,320
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2024
Added 12.4%
|
|
|
Sentry Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
2,314
shares
|
$1.13 Million
0.46% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,311
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
2,311
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,310
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2024
Reduced 18.14%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,297
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2024
Added 59.62%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Aug 14, 2024 Q2 2024 |
2,288
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2024
Reduced 77.27%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,272
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
2,269
shares
|
$1.1 Million
0.49% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,267
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.39%
|